Darwin Wealth Management’s Novartis NVS Stock Holding History

Darwin Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	114	–	–	﹤0.01%	340
2026 Q1	$17.5K	Buy	114 +2	+2%	+$307	0.01%	321
2025 Q4	$15.5K	Hold	112	–	–	﹤0.01%	335
2025 Q3	$14.4K	Hold	112	–	–	﹤0.01%	335
2025 Q2	$13.6K	Sell	112 -85	-43%	-$9.58K	﹤0.01%	323
2025 Q1	$19.2K	Hold	197	–	–	0.01%	309
2024 Q4	$19.2K	Buy	197 +28	+17%	+$2.99K	0.01%	309
2024 Q3	$19.4K	Buy	+169	New	+$19.2K	0.01%	312
2020 Q2	–	Sell	-271	Closed	-$22K	–	553
2020 Q1	$22K	Buy	+271	New	+$24.2K	0.01%	349

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Darwin Wealth Management's NVS Position: Q2 2026 in Review

Darwin Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 114 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Darwin Wealth Management first reported a position in NVS in Q1 2020 and has held it in 9 quarters since. The position peaked at $22K in Q1 2020. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Darwin Wealth Management held 114 shares of Novartis worth $18K as of Q2 2026.
Darwin Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #340 holding.
Darwin Wealth Management first reported a position in Novartis in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's Novartis position peaked at $22K in Q1 2020.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.